The Transatlantic Tax & Estate Planning Forum - 4th Annual

Networking and Registration
9.00am

Chair's Opening Remarks
9.30am

Revisiting Non-Doms: Updates over the Last 12 Months
9.40am

• Updates since the abolition of the regime 
• Key legislative and regulatory changes 
• HMRC guidance and enforcement trends 
• Where are we 12 months on from the budget? 
• How US domiciliaries are impacted by the changes 

Navigating Life Under the Trump Administration
10.25am

• Geopolitical impacts of the Trump administration’s policies 
• Tax and economic policy shifts: what’s on the horizon? 
• Trade relations and their impact on cross-border wealth 
• How different states are impacted 
• Best practices for navigating new legislation and proposals 
• Fallout of Loper Bright 

Networking and Refreshment Break
11.10am

Analysing Immigration Considerations
11.30am

• Pre-immigration planning for US residents coming to the UK  
• Implications for US taxpayers on UK residence rules and tax obligations 
• Managing US tax compliance while residing in the UK 
• Impact of US visas on tax residency 

Understanding Tax Treaties and their Benefits and Pitfalls
12.15pm

• How treaties can be used effectively in planning 
• Treaty elections and practical applications for individuals and businesses 
• Treatment of trusts and estate distributions under treaty frameworks

Networking and Lunch Break
1.05pm

Exploring Philanthropy & Gifting in the Transatlantic Context
2.00pm

• How philanthropy and charitable gifting have been impacted since last year’s US and UK elections 
• Legislative and policy shifts affecting charitable deductions 
• What gifting strategies are most effective post non-dom changes 
• Tax-efficient cross-border gifting strategies 
• How non-profits have been impacted by executive orders and resulting ramifications 

Examining Matters of Estate Planning
2.45pm

• Changes to estate tax 
• Planning strategies for high-net-worth individuals under current law 
• Potential state-level estate tax considerations 
• IHT considerations 
• Interplay between UK IHT and US estate tax regimes 
• Impact of domicile changes on estate tax liability 

Networking and Refreshment Break
3.30pm

Exploring Trust Structure Options and Considerations
3.50pm

• The process of moving structures to the US – what is involved and what must be considered 
• US vs. UK trustee considerations 
• Is it worth moving foreign trusts to the US? 
• Comparative tax treatment of offshore and US trusts 
• What alternative structuring options are available 
• Taxation of trusts and CGT implications 

Understanding Investment Options
4.35pm

• Planning for possible outcomes in the US election
• Ramifications of the UK General Election
• Post-election policies likely to be implemented 

Chairperson's Summation & Close of Conference
5.20pm

Networking & Drinks Reception
5.30pm